Robert Maxson is a financial advisor at A.G.P. / Alliance Global Partners with 35 years of industry experience. His career includes positions at Merrill, Bank of America, UBS Financial Services, Morgan Stanley, and other firms. He holds Series 63 and Series 65 licenses. A.G.P. / Alliance Global Partners is a multi-team platform of approximately 131 advisors managing about $2.95 billion for over 7,000 clients. The firm offers a range of services including portfolio management, financial planning, retirement-plan advisory, and brokerage, utilizing an open-architecture model that combines internally managed strategies with co- and sub-advisory relationships.

Paul Stawinski is a financial advisor with Garden State Investment Advisory Services, LLC, holding Series 63 and Series 66 licenses and bringing 45 years of industry experience. His prior roles include positions at Protection Point Advisors, Purshe Kaplan Sterling Investments, Lincoln Financial Advisors, and CLU Wealth Advisors. Outside of his advisory work, he is the captain of a yacht charter. Garden State Investment Advisory Services, LLC provides personalized advisory services to individuals, high net worth clients, trusts, estates, corporations, and other business entities through a multi-advisor team. The firm offers discretionary and non-discretionary portfolio management, financial planning, and consulting, utilizing fundamental, technical, cyclical, and charting analysis alongside third-party research.

Michael Mullen is a financial advisor with B. Riley Wealth Advisors, Inc. in Red Bank, NJ, holding Series 63 and Series 65 credentials and 37 years of industry experience. His career includes roles at B. Riley Wealth Management, Winslow, Evans & Crocker, and National Securities Corporation. He serves on the board of B. Riley Wealth Tax Services and is the managing member of NAM Special Situations Management LLC, an investment management entity. B. Riley Wealth Advisors provides investment advice and portfolio management to a diverse client base, including individuals, pension plans, trusts, and charitable organizations. The firm offers various programs, including internally managed models and third-party managed accounts, and manages approximately $4.21 billion in client assets through about 173 advisors.

Richard Going is a Series 66-registered advisor with Garden State Investment Advisory Services, LLC, based in Red Bank, NJ. He has 24 years of industry experience and has been with Garden State Securities, Inc. since 2012. Outside of his advisory work, he serves as an archery coach and is the New Jersey president of the Scholastic 3-D Archery Association (S3DA). Garden State Investment Advisory Services, LLC provides personalized investment advisory services to individuals, high net worth clients, trusts, estates, corporations, and other business entities. The firm’s multi-advisor team offers portfolio management, financial planning, and consulting, utilizing a range of analytical approaches and third-party research.

Joseph Petrillo is a financial advisor at Garden State Investment Advisory Services, LLC with 20 years of industry experience. He holds a Series 66 designation and has been with Garden State Securities since 2010. Outside of his advisory role, he is involved as a shareholder in a fitness club and is a passive owner of a restaurant in Asbury Park, NJ. Garden State Investment Advisory Services provides personalized investment advisory services to individuals, high net worth clients, trusts, estates, corporations, and other business entities. The firm’s multi-advisor team offers portfolio management, financial planning, and consulting, utilizing various analytical approaches and third-party research to implement client strategies.

Jomar Fernandez is a financial advisor at Gladstone Wealth Partners with 24 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Gladstone Wealth Partners and LPL Financial since 2016, with prior experience at PNC Investments from 2011 to 2016. Fernandez is also involved in providing investment advisory services through Gladstone Institutional Advisory, LLC, an independent registered investment advisor. Gladstone Wealth Partners serves individuals, corporations, pension and profit-sharing plans, and charitable organizations through a network of nearly 100 advisers. The firm offers discretionary portfolio management and financial planning, utilizing diverse investment approaches including individual securities, mutual funds, alternative investments, and model portfolios.

Matthew Mason is a financial advisor at A.G.P. / Alliance Global Partners with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at A.G.P. since 2021, following nine years at Aegis Capital Corp. Outside of his advisory role, he is involved with Mason Express LLC, a non-investment-related business. A.G.P. / Alliance Global Partners is a multi-team SEC-registered investment adviser and FINRA-member broker-dealer with approximately 131 advisors managing about $2.95 billion for over 7,000 clients. The firm employs an open-architecture approach combining internally managed strategies and sub-advisory relationships, offering portfolio management, financial planning, retirement-plan advisory, and brokerage services.

Paul Etra is a financial advisor with IHT Wealth Management LLC, holding a Series 63 credential and bringing 24 years of industry experience. He has worked at IHT Wealth Management since 2020 and previously held positions at Private Advisor Group, LLC, LPL Financial, LLC, and PRB Wealth Management. IHT Wealth Management serves individuals, corporate and institutional entities, and retirement plan sponsors with discretionary asset management, financial planning, ERISA plan consulting, and outsourced CIO services. The firm combines fundamental value screening and quantitative optimization in its investment approach and delivers advice through a network of investment adviser representatives using proprietary models and third-party managers.

Jason Watson is a financial advisor with Garden State Investment Advisory Services, LLC, holding Series 63 and Series 65 licenses and possessing 22 years of industry experience. His prior roles include positions at McAdam LLC, Purshe Kaplan Sterling Investments, Madison Avenue Securities, and Garden State Securities. Garden State Investment Advisory Services provides personalized investment advisory services to individuals, high-net-worth clients, trusts, estates, corporations, and other business entities. The firm manages approximately $674 million in client assets through a multi-advisor team, applying a combination of fundamental, technical, and third-party research to deliver discretionary portfolio management tailored to client risk profiles and goals.

Ian Baker is a financial advisor with IHT Wealth Management LLC in Red Bank, NJ, holding a Series 63 credential and 26 years of industry experience. He has worked at IHT Wealth Management since 2020 and has prior experience with Private Advisor Group, LLC, LPL Financial LLC, and PRB Wealth Management. IHT Wealth Management serves individuals, including high-net-worth clients, corporate and institutional entities, and retirement plan sponsors with discretionary asset management, financial planning, ERISA plan consulting, and outsourced CIO arrangements. The firm’s investment process integrates fundamental value screening, quantitative optimization, and periodic rebalancing, delivering tailored portfolios through a network of investment adviser representatives.

Kristin McLaughlin is a CFP® with 11 years of industry experience, currently serving as an advisor at Advisory Services Network since 2017. She previously worked at Coastal Investment Advisors and Coastal Equities, Inc. from 2014 to 2017 and has operated McLaughlin Financial Group since 2013. Outside of advisory work, she is an independent insurance agent and co-author of a book on general financial and investment topics. Advisory Services Network is an enterprise firm with over 200 independent advisors serving individuals, families, corporations, and charitable organizations. The firm offers portfolio management, financial planning, and retirement-plan consulting, employing a variety of investment strategies and management options tailored to client objectives.

Shawn Kilmurray is a financial advisor at Brookwood Investment Group with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at MassMutual Life Insurance Company, MML Investors Services, Park Avenue Securities, and Guardian Life Insurance. Outside of his advisory work, he serves as a board member for the TJ Martell Foundation, a nonprofit organization. Brookwood Investment Group is a multi-advisor registered investment adviser managing approximately $1.06 billion for over 3,100 clients. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement-plan advisory services, utilizing a range of investment strategies and affiliated service platforms.

Nick Filippo is a financial advisor at Alexander Capital Wealth Management LLC in Red Bank, NJ, with 10 years of industry experience. He has been with Alexander Capital Wealth Management since 2020 and has worked at Alexander Capital LP/Alexander Capital Securities since 2015. Filippo holds the Series 63 and Series 65 designations. Alexander Capital Wealth Management LLC provides portfolio management services primarily to individual and high-net-worth clients through discretionary and non-discretionary accounts, often using wrap-fee programs. The firm employs a combination of cyclical, technical, and fundamental analysis with both long- and short-term trading strategies and oversees approximately $212.1 million in discretionary assets under management.

Timothy Knotts is a CFP® professional with 14 years of industry experience. He has been associated with The Hogan-Knotts Financial Group, Inc. since 1989 and joined The Mather Group, LLC in 2026. The Mather Group primarily serves high-net-worth individuals, family offices, trusts, corporations, and other entities by offering financial planning, investment management, tax and estate planning guidance, and family office services. The firm uses an evidence-based investment approach with tax-synchronized portfolio construction and provides customized solutions including direct indexing and ESG factor portfolios.

Angela Hank is a financial advisor with B. Riley Wealth Advisors, Inc., holding a Series 66 designation and bringing 25 years of industry experience. Her career includes roles at Ameriprise Financial Services, Inc., National Securities Corp, and B. Riley Wealth Advisors. She is also involved in insurance sales through B. Riley Wealth Insurance. B. Riley Wealth Advisors, Inc. is an SEC-registered firm managing approximately $7.03 billion in client assets across 274 advisors. The firm serves individuals, high-net-worth clients, charitable organizations, corporations, and retirement plans with a range of advisory programs, financial planning, and retirement solutions, utilizing various account structures and proprietary asset allocation models.

Ralph Hochuli is a financial advisor with IHT Wealth Management LLC in Red Bank, NJ, holding a Series 63 designation and possessing 25 years of industry experience. His career includes roles at IHT Wealth Management since 2020, Private Advisor Group, LLC from 2016 to 2020, and LPL Financial LLC since 2016. Additionally, he is a partner in Baumann, Dennis & Hochuli LLP, a CPA firm. IHT Wealth Management serves individuals, corporate and institutional clients, and retirement plan sponsors, offering services such as discretionary asset management, financial planning, ERISA plan consulting, and outsourced CIO arrangements. The firm combines fundamental value screening, quantitative optimization, and tactical strategies with a network of approximately 160 advisors managing around $9.8 billion in assets.

Bradley Harrison is a financial advisor with B. Riley Wealth Advisors, Inc., holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He previously worked at National Securities Corporation for eight years before joining B. Riley Wealth Advisors in 2022. Outside of his advisory role, he serves as President and CEO of Harrison Wealth Management, a holding company. B. Riley Wealth Advisors, Inc. is an SEC-registered firm managing approximately $7.03 billion in assets across 274 advisors. The firm provides a wide range of services to individuals, high-net-worth clients, charitable organizations, corporations, and retirement plans through various advisory programs and proprietary asset allocation models.

Gregory Dillon is a CFP® and CFA® with 18 years of experience in the financial services industry. He is currently with Prosperity Capital Advisors and has previously worked with M Holdings Securities, Atlas Advisory Group, and ONETEAM FINANCIAL LLC. Outside of his advisory role, he serves as president and instructor for a nonprofit chapter focused on social security and retirement income education and is an advisory board member for Best Buddies NJ. Prosperity Capital Advisors provides financial planning, consulting, and discretionary investment management to a diverse client base including individual investors, corporate clients, charitable organizations, and retirement plan sponsors. The firm employs a model-driven, multi-sleeved investment approach utilizing mutual funds, ETFs, SMAs, and alternative solutions, and offers institutional services such as TAMP and sub-advisory support.

Joseph Fernandes is a financial advisor with Vanderbilt Advisory Services and holds Series 63 and Series 65 licenses. He has 28 years of industry experience, including prior roles at Gwn Securities Inc and PlanMember Securities Corporation. Outside of his advisory work, he is involved with The 401K Group LLC, a business offering insurance, securities sales, and referral services. Vanderbilt Advisory Services serves a diverse client base including individuals, charitable organizations, trusts, estates, businesses, and retirement plans. The firm provides both discretionary and non-discretionary portfolio management, utilizing a blend of fundamental, technical, and charting analysis, and integrates advisory services with retirement-plan and benefits firms to support pension consulting and administration.

Timothy Mceneny Jr. is a financial advisor with Garden State Investment Advisory Services, LLC, holding Series 63 and Series 66 designations and over 34 years of industry experience. He has worked at Garden State Securities, Inc. since 2010 and Paulson Investment Company, Inc. since 2002. Outside of his advisory role, he organizes youth sports clinics, camps, and tournaments through Big Shot Hoops and serves as a sports official with IAABO-Shoreboard #194. Garden State Investment Advisory Services, LLC provides personalized investment advisory services to individuals, high-net-worth clients, trusts, estates, corporations, and other business entities. The firm manages approximately $674 million in client assets through a multi-advisor team, offering discretionary portfolio management based on client risk profiles using fundamental, technical, and third-party research.